跳到主要內容

Ancora Advisors, LLC

SEC CIK
0001446114
最新申報
2026/8/14

2021 年第 3 季持倉

持倉截至 2021/9/30,2021/11/15 申報。只含多頭部位,變化是跟 2021 年第 2 季比股數。

機構總覽
持股檔數
2,269
較 2021 年第 2 季 +278
總值
$38.4 億
較 2021 年第 2 季 +$3,561 萬 (+0.9%)
申報日
2021/11/15
SEC
Ancora Advisors, LLC 在 2021 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
KSSKOHLS CorpStock3,560,035$1.68 億4.4%+66,449+1.9%加碼歷史
FWRDForward Air CorpCOM1,873,202$1.56 億4.0%+27,949+1.5%加碼歷史
GPREGreen Plains Inc.COM3,773,429$1.23 億3.2%+3,044,925+418.0%加碼歷史
Vanguard S&P 500 ETF922908363ETF277,318$1.09 億2.8%−37,997−12.1%減碼–
AAPLApple Inc.Stock635,479$8,992 萬2.3%+4,933+0.8%加碼歷史
MSFTMicrosoft CorpStock240,007$6,766 萬1.8%+5,223+2.2%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF1,214,479$6,160 萬1.6%+190,475+18.6%加碼–
Vanguard World FD921910873MEGA CAP INDEX401,062$6,112 萬1.6%−100.0%減碼–
JPMJPMorgan Chase & CoStock299,187$4,897 萬1.3%+9,830+3.4%加碼歷史
iShares Tr464287150CORE S&P TTL STK480,669$4,729 萬1.2%+23,653+5.2%加碼–
JNJJohnson & JohnsonStock267,354$4,318 萬1.1%+9,162+3.5%加碼歷史
BACBank of America CorpStock946,672$4,019 萬1.0%+29,652+3.2%加碼歷史
BERYBerry Global Group, Inc.COM626,080$3,812 萬1.0%+35,851+6.1%加碼歷史
HONHoneywell International IncCOM178,063$3,780 萬1.0%+5,332+3.1%加碼歷史
HDHome Depot, Inc.Stock113,579$3,728 萬1.0%+6,272+5.8%加碼歷史
DISWalt Disney CoStock218,863$3,703 萬1.0%+6,109+2.9%加碼歷史
AVGOBroadcom Inc.Stock70,154$3,402 萬0.9%+2,469+3.6%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF325,090$3,382 萬0.9%−24,784−7.1%減碼–
CVSCVS Health CorpStock398,135$3,379 萬0.9%+33,610+9.2%加碼歷史
ABBVAbbVie Inc.Stock308,646$3,329 萬0.9%+33,927+12.3%加碼歷史
UNHUnitedHealth Group IncStock84,066$3,285 萬0.9%+2,561+3.1%加碼歷史
CVXChevron CorpStock312,866$3,174 萬0.8%+9,437+3.1%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock131,053$2,886 萬0.8%+901+0.7%加碼歷史
Nestle SA ADR641069406COM238,353$2,880 萬0.7%+7,131+3.1%加碼–
ETNEaton Corp plcStock192,441$2,873 萬0.7%+4,204+2.2%加碼歷史
CFGCitizens Financial Group IncCOM611,299$2,872 萬0.7%+15,686+2.6%加碼歷史
ACNAccenture plcStock88,424$2,829 萬0.7%+6,134+7.5%加碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF154,646$2,820 萬0.7%−34,221−18.1%減碼–
PGProcter & Gamble CoStock194,164$2,715 萬0.7%+5,408+2.9%加碼歷史
iShares Core S&P 500 ETF464287200ETF62,564$2,695 萬0.7%+238+0.4%加碼–
AVTAAvantax, Inc.COM1,668,232$2,601 萬0.7%+30,875+1.9%加碼歷史
Schwab US Aggregate Bond ETF808524839ETF473,245$2,568 萬0.7%−68,943−12.7%減碼–
HLIHoulihan Lokey, Inc.CL A272,936$2,514 萬0.7%+1,191+0.4%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF104,932$2,484 萬0.6%+828+0.8%加碼–
NKENIKE, Inc.Stock170,429$2,475 萬0.6%+3,626+2.2%加碼歷史
CSCOCisco Systems, Inc.Stock450,763$2,454 萬0.6%+15,230+3.5%加碼歷史
BRK.BBerkshire Hathaway IncStock89,754$2,450 萬0.6%+715+0.8%加碼歷史
BLKBlackRock, Inc.COM27,898$2,340 萬0.6%+727+2.7%加碼歷史
MCDMcDonalds CorpStock95,431$2,301 萬0.6%+2,271+2.4%加碼歷史
WHWyndham Hotels & Resorts, Inc.COM293,608$2,266 萬0.6%+22,810+8.4%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF146,508$2,250 萬0.6%+4,188+2.9%加碼–
EMNEastman Chemical CoStock221,895$2,235 萬0.6%+80,139+56.5%加碼歷史
DFSDiscover Financial ServicesCOM181,630$2,231 萬0.6%+4,555+2.6%加碼歷史
TXNTexas Instruments IncStock110,418$2,122 萬0.6%+3,103+2.9%加碼歷史
OSPNOneSpan Inc.COM1,091,366$2,050 萬0.5%+37,481+3.6%加碼歷史
AMZNAmazon Com IncStock6,235$2,048 萬0.5%+213+3.5%加碼歷史
MDTMedtronic plcStock160,416$2,011 萬0.5%+4,630+3.0%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF397,954$1,990 萬0.5%+3,001+0.8%加碼–
iShares Core MSCI Eafe ETF46432F842ETF258,074$1,916 萬0.5%+28,920+12.6%加碼–
GOOGAlphabet Inc.Stock7,161$1,909 萬0.5%−18−0.3%減碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF117,506$1,861 萬0.5%−23,363−16.6%減碼–
APGAPi Group CorpCOM STK902,411$1,836 萬0.5%+80,761+9.8%加碼歷史
WYWeyerhaeuser CoCOM NEW509,581$1,813 萬0.5%+14,396+2.9%加碼歷史
Vanguard Real Estate ETF922908553ETF175,494$1,786 萬0.5%+1,085+0.6%加碼–
Invesco QQQ Trust Series I46090E103ETF48,223$1,726 萬0.4%+5,555+13.0%加碼–
ASHAshland Inc.COM190,453$1,697 萬0.4%−434−0.2%減碼歷史
ALITAlight, Inc. / DelawareCOM CL A1,458,940$1,675 萬0.4%+1,458,940新進歷史
Vonage Holdings Corp92886T201COM1,000,473$1,613 萬0.4%−33,531−3.2%減碼–
MARMarriott International IncStock106,967$1,584 萬0.4%+4,378+4.3%加碼歷史
DBDDiebold Nixdorf, IncCOM1,558,833$1,576 萬0.4%−16,408−1.0%減碼歷史
MDUMdu Resources Group IncStock526,261$1,561 萬0.4%−73,174−12.2%減碼歷史
VNTVontier CorpStock461,689$1,551 萬0.4%+62,025+15.5%加碼歷史
Liberty Media Corp Del531229607COM C SIRIUSXM320,837$1,523 萬0.4%+55,642+21.0%加碼–
Vanguard Short-Term Bond ETF921937827ETF180,988$1,483 萬0.4%+14,627+8.8%加碼–
UGIUgi CorpStock347,057$1,479 萬0.4%+4,897+1.4%加碼歷史
WWWWolverine World Wide IncCOM484,965$1,447 萬0.4%+2,533+0.5%加碼歷史
JXNJackson Financial Inc.COM CL A552,430$1,436 萬0.4%+552,430新進歷史
MAMastercard IncStock40,767$1,417 萬0.4%+1,056+2.7%加碼歷史
EOGEOG Resources IncStock168,478$1,352 萬0.4%+38,366+29.5%加碼歷史
CNXCConcentrix CorpStock76,380$1,352 萬0.4%+2,325+3.1%加碼歷史
HSICHenry Schein IncCOM176,476$1,344 萬0.3%+2,552+1.5%加碼歷史
CLBKColumbia Financial, Inc.COM724,340$1,340 萬0.3%+10,950+1.5%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF61,172$1,338 萬0.3%+343+0.6%加碼–
RJFRaymond James Financial IncCOM142,029$1,311 萬0.3%+37,489+35.9%加碼歷史
GOOGLAlphabet Inc.Stock4,378$1,170 萬0.3%+211+5.1%加碼歷史
DTMDT Midstream, Inc.COMMON STOCK252,424$1,167 萬0.3%+252,424新進歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF100,432$1,153 萬0.3%+25,179+33.5%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF43,461$1,143 萬0.3%+3,581+9.0%加碼–
PRGPROG Holdings, Inc.Stock266,172$1,118 萬0.3%+55,259+26.2%加碼歷史
PEPPepsiCo IncStock70,888$1,066 萬0.3%−368−0.5%減碼歷史
BSMBlack Stone Minerals, L.P.COM UNIT873,195$1,052 萬0.3%+21,066+2.5%加碼歷史
BXBlackstone Inc.COM90,170$1,049 萬0.3%−6,149−6.4%減碼歷史
ESIElement Solutions IncCOM482,385$1,046 萬0.3%−238,384−33.1%減碼歷史
ARNCArconic CorpCOM331,417$1,045 萬0.3%−115,441−25.8%減碼歷史
INTCIntel CorpStock195,269$1,040 萬0.3%+31,065+18.9%加碼歷史
SPYSPDR S&P 500 ETF TrustETF24,192$1,038 萬0.3%−135−0.6%減碼歷史
AMGNAmgen IncStock48,463$1,031 萬0.3%−72,360−59.9%減碼歷史
Regional Brands Inc Com New75903Q201COM607,750$1,018 萬0.3%00.0%不變–
iShares Core S&P Small Cap ETF464287804ETF92,390$1,009 萬0.3%+3,424+3.8%加碼–
MBCNMiddlefield Banc CorpCOM NEW417,374$994.6 萬0.3%−2000.0%減碼歷史
PBPBPotbelly CorpCOM1,415,395$959.6 萬0.2%−244,272−14.7%減碼歷史
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 60081,503$952.8 萬0.2%00.0%不變–
GMGeneral Motors CoCOM173,897$916.6 萬0.2%+10,066+6.1%加碼歷史
SPHRSphere Entertainment Co.CL A125,895$914.9 萬0.2%−70−0.1%減碼歷史
VISNVistance Networks, Inc.COM672,348$913.7 萬0.2%−1,512−0.2%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF179,039$903.9 萬0.2%+4,976+2.9%加碼–
Schwab International Equity ETF808524805ETF233,031$901.8 萬0.2%−10,367−4.3%減碼–
BATRKAtlanta Braves Holdings, Inc.COM C BRAVES GRP340,880$900.6 萬0.2%+4,560+1.4%加碼歷史
OGNOrganon & Co.Stock272,394$893.2 萬0.2%+268,015+6,120.5%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF52,579$889.9 萬0.2%+5,947+12.8%加碼–

選擇權(31 檔)

同一份申報裡的賣權(put)與買權(call)。金額是標的股票的市值,也就是 13F 申報的數字。

Ancora Advisors, LLC 在 2021 年第 3 季的選擇權部位
證券類別賣權買權
iShares Tr464287955PUT$854.2 萬–
Green Plains Partners LP393221956PUT$680.8 萬–
iShares Tr464287952PUT$590.7 萬–
SPDR S&P 500 ETF Tr78462F953PUT$181.7 萬–
SPDR Series Trust78464A714ST STR SP RETAIL$84.0 萬–
SPDR Ser Tr78464A958PUT$77.6 萬–
SPX Corp784635954PUT$69.9 萬–
iShares Tr464287950PUT$59.1 萬–
Ashland Global Hldgs Inc044186954PUT$50.0 萬–
Diebold Inc253651953PUT$44.2 萬–
FedEx Corp31428X956PUT$38.0 萬–
Norfolk Southn Corp655844958PUT$18.5 萬–
Invesco QQQ Tr46090E953PUT$18.0 萬–
ProShares Tr74347B958PUT$18.0 萬–
Union Pac Corp907818958PUT$17.1 萬–
CSX Corp126408953PUT$14.4 萬–
Omeros Corp682143902CALL–$13.3 萬
iShares Tr464287905CALL–$9.80 萬
Diebold Inc253651903CALL–$8.40 萬
Expeditors Intl Wash Inc302130959PUT$6.70 萬–
SPDR Series Trust78464A954PUT$6.10 萬–
SPDR S&P 500 ETF Tr78462F903CALL–$5.40 萬
iShares Tr464288959PUT$4.10 萬–
BKLN 210416P0001500046138G958PUT$3.40 萬–
iShares Tr464288953PUT$3.00 萬–
ProShares Tr74347W900CALL–$1.90 萬
Select Sector SPDR Tr81369Y955put$1.80 萬–
iShares Silver Tr46428Q909CALL–$5,000
Fubotv Inc35953D954PUT$2,000–
Invesco Exchng Traded FD Tr46138G956PUT$2,000–
SPDR Ser Tr78468R906CALL–$2,000

2021 年第 2 季之後清倉(164 檔)

2021 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 164 檔。

Ancora Advisors, LLC 在 2021 年第 2 季之後清倉的部位
證券類別2021 年第 2 季股數2021 年第 2 季市值2021 年第 2 季佔組合 %紀錄
NatixisF6483L100COM4,484,153$2,125 萬0.6%–
TUEMTuesday Morning CorpCOM859,880$386.9 萬0.1%歷史
First Tr Exchange Traded FD Ny03733E203INDX FD21,648$373.7 萬0.1%–
ACBIAtlantic Capital Bancshares, Inc.COM132,203$336.6 萬0.1%歷史
WWWW International, Inc.COM88,165$318.6 萬0.1%歷史
MTZMastec IncCOM28,450$301.9 萬0.1%歷史
GOROGoldgroup Mining Inc.COM1,013,500$261.5 萬0.1%歷史
NJRNew Jersey Resources CorpStock61,090$241.7 萬0.1%歷史
BCOBrinks CoCOM13,724$105.5 萬<0.1%歷史
FMCFMC CorpCOM NEW7,850$84.9 萬<0.1%歷史
ASIXAdvanSix Inc.COM28,300$84.5 萬<0.1%歷史
SJISouth Jersey Industries IncCOM30,954$80.3 萬<0.1%歷史
IBCPIndependent Bank CorpCOM NEW33,590$72.9 萬<0.1%歷史
Ca Healthcare Acquisition Co12510W107COM CL A63,000$62.3 萬<0.1%–
MXIMMaxim Integrated Products IncCOM5,340$56.2 萬<0.1%歷史
IRTIndependence Realty Trust, Inc.COM29,740$54.2 萬<0.1%歷史
AHCOAdaptHealth Corp.COMMON STOCK18,570$50.9 萬<0.1%歷史
TLYSTilly's, Inc.CL A31,650$50.6 萬<0.1%歷史
PFSWPfsweb IncCOM NEW59,286$43.8 萬<0.1%歷史
INFOIHS Markit Ltd.SHS3,800$42.8 萬<0.1%歷史
EHCEncompass Health CorpCOM5,100$39.8 萬<0.1%歷史
DENNDENNY'S CorpCOM22,400$36.9 萬<0.1%歷史
Starboard Value Acquisitn Co85521J109COM CL A34,373$34.4 萬<0.1%–
Tradeup Global CorporationG89877123UNIT 99/99/999933,896$33.6 萬<0.1%–
TLNDTalend S.A.ADS3,989$26.2 萬<0.1%歷史
529 American Funds529FUNDS1COM249,091$24.9 萬<0.1%–
WTWWillis Towers Watson PLCSHS1,000$23.0 萬<0.1%歷史
Translate Bio, Inc.89374L104COM8,000$22.0 萬<0.1%–
Nextgen Acquisition Corp IIG65317110UNIT 03/23/202619,310$20.9 萬<0.1%–
ETXEaton Vance Municipal Income 2028 Term TrustSHS7,782$18.1 萬<0.1%歷史
OTRKOntrak, Inc.COM5,178$16.8 萬<0.1%歷史
XLNXXilinx IncCOM1,000$14.5 萬<0.1%歷史
Great Canadian Gaming Corp389914102COM4,000$14.4 萬<0.1%–
OPBKOP BancorpCOM13,659$13.7 萬<0.1%歷史
MHFWestern Asset Municipal High Income Fund Inc.COM15,864$13.4 萬<0.1%歷史
WORKSlack Technologies, Inc.COM CL A2,500$11.1 萬<0.1%歷史
ALSKAlaska Communications Systems Group IncCOM30,600$10.2 萬<0.1%歷史
Macquarie Group Limited ADR Ne55607P204ADR861$10.1 萬<0.1%–
Summit Healthcre Acquistn CoG8566R128UNIT 06/03/202610,100$10.1 萬<0.1%–
SWK Holdings Corp78501P203COM NEW5,400$9.50 萬<0.1%–
Centricus Acquisition CorpG2072Q104CL A SHS8,300$8.20 萬<0.1%–
CDNSCadence Design Systems IncStock594$8.10 萬<0.1%歷史
BHPBHP Group LtdADR1,019$7.40 萬<0.1%歷史
RKTRocket Companies, Inc.Stock3,500$6.80 萬<0.1%歷史
CAPSCapstone Holding Corp.COM1,786$6.40 萬<0.1%歷史
Liberated Syndication Inc.53013F100COM15,952$6.20 萬<0.1%–
Exfo Inc302046107SUB VTG SHS10,000$5.90 萬<0.1%–
ALXNAlexion Pharmaceuticals, Inc.COM300$5.50 萬<0.1%歷史
SPWHSportsman's Warehouse Holdings, Inc.COM3,000$5.30 萬<0.1%歷史
Churchill Capital Corp IV171439102CL A1,831$5.30 萬<0.1%–
B Riley Prin 250 Merger Corp05602L203UNIT 04/06/20265,000$5.00 萬<0.1%–
Valor Latitude Acquisitn CorG9460N114UNIT 04/02/20265,000$5.00 萬<0.1%–
SCIService Corp InternationalCOM873$4.70 萬<0.1%歷史
WSBCWesbanco IncCOM1,180$4.20 萬<0.1%歷史
PROSProSight Global, Inc.COM3,100$4.00 萬<0.1%歷史
CMTLComtech Telecommunications CorpCOM NEW1,551$3.70 萬<0.1%歷史
LUBLub Liquidating TrustCOM9,700$3.70 萬<0.1%歷史
SRCLStericycle IncCOM500$3.60 萬<0.1%歷史
Ca Healthcare Acquisition Co12510W115*W EXP 12/25/20234,800$3.40 萬<0.1%–
GRNDGrindr Inc.SHS CL A3,000$3.00 萬<0.1%歷史
Aries I Acquisition CorpG0542N115UNIT 03/18/20263,000$3.00 萬<0.1%–
Skydeck Acquisition Corp.G82220107UNIT 05/13/20263,000$3.00 萬<0.1%–
Portman Ridge Fin Corp73688F102COM12,313$2.90 萬<0.1%–
iShares Tr464287770U.S. FIN SVC ETF150$2.80 萬<0.1%–
OPTUOptimum Communications, Inc.CL A820$2.80 萬<0.1%歷史
TALKTalkspace, Inc.COM3,000$2.50 萬<0.1%歷史
Perpetual Fed SVGS BK Com714273109COM630$2.50 萬<0.1%–
BNP Paribas Sponsored ADR05565A202ADR770$2.40 萬<0.1%–
BBDCBarings BDC, Inc.COM2,159$2.30 萬<0.1%歷史
DNBDun & Bradstreet Holdings, Inc.COM990$2.10 萬<0.1%歷史
Sandbridge Acquisition Corp799793104COM CL A2,100$2.10 萬<0.1%–
NLSNNielsen Holdings plcSHS EUR800$2.00 萬<0.1%歷史
Osiris Acquisition Corp.68829A202UNIT 99/99/99992,000$2.00 萬<0.1%–
FFIVF5, Inc.Stock100$1.90 萬<0.1%歷史
TRPTC Energy CorpCOM374$1.90 萬<0.1%歷史
ZGYHYunhong InternationalCL A SHS1,900$1.90 萬<0.1%歷史
MIDDMIDDLEBY CorpCOM100$1.70 萬<0.1%歷史
GRVYGRAVITY Co., Ltd.SPONSORED ADS NE150$1.60 萬<0.1%歷史
Adidas AG ADR00687A107ADR88$1.60 萬<0.1%–
NKLANikola CorpCOM874$1.60 萬<0.1%歷史
Climate Change Crisis Real I18716C100CL A COM1,000$1.50 萬<0.1%–
Kddi Corp ADR48667L106ADR973$1.50 萬<0.1%–
ETREntergy CorpCOM144$1.40 萬<0.1%歷史
NINisource Inc.COM590$1.40 萬<0.1%歷史
Stable RD Acquisition Corp85236Q109COM CL A1,000$1.40 萬<0.1%–
Reinvent Technology PartnersG7483N129CL A1,400$1.40 萬<0.1%–
CLP Holdings Ltd Sponsored ADR18946Q101Common Stock1,258$1.20 萬<0.1%–
PERSSandRidge Permian TrustCOM27,600$1.20 萬<0.1%歷史
GMEGameStop Corp.Stock50$1.10 萬<0.1%歷史
CAHCardinal Health IncStock200$1.10 萬<0.1%歷史
NGGNational Grid PLCSPONSORED ADR NE163$1.00 萬<0.1%歷史
AMPSAltus Power, Inc.COM CL A1,000$1.00 萬<0.1%歷史
Roth CH Acquisition III Co77867Q201UNIT 02/26/2026900$9,000<0.1%–
PRAHPRA Health Sciences, Inc.COM50$8,000<0.1%歷史
SYNHSyneos Health, Inc.CL A85$8,000<0.1%歷史
Recon Cap Nasdaq 100 Covered C75623U102INDX FD375$8,000<0.1%–
Goldenbridge Acquisition LtdG3970D138RIGHT 10/28/202520,789$8,000<0.1%–
WisdomTree Tr97717W315EMER MKT HIGH FD150$7,000<0.1%–
Brookfield Property Partrs LG16249107UNIT LTD PARTN370$7,000<0.1%–
SLABSilicon Laboratories Inc.Stock41$6,000<0.1%歷史